引言： 在全球数字化浪潮推动下，无线短距通信技术正成为连接物理世界与数字世界的核心纽带，从消费电子交互 到智能汽车座舱，从智慧家庭控制到工业设备互联，多元场景对通信的速率、时延、抗干扰能力提出了前所 未有的严苛要求。在此背景下，星闪（ NearLink）凭借大带宽、低时延、稳定可靠的核心技术特质，自诞 生之初便站在了无线短距通信技术变革的潮头，成为重构行业竞争格局的关键力量。 2024年，星闪完成了核心标准体系搭建与重点场景初步验证，为商用爆发奠定坚实基础。步入2025年，星闪 正式迈入"技术成熟与商业落地双爆发"的关键阶段： 3 月国际星闪联盟发布 2.0标准，打通端到端标准体系 并新增多项核心规范；9月，搭载星闪技术的终端产品 规模 突破一亿台，标志着其商业落地已实现规模性爆 发； 12月两项国家标准正式获批发布， 让技术能力 不断 实现质的突破 。 从产业生态看，目前 国际 星闪 联盟成员已超 1200家 ， 商用产品达 6 00+款 ，芯片模组开发板超 300款，开源鸿蒙与星闪的软硬件生态实 现深度融合，构建万物互联互通基座，让产业协作从单点联动走向全域共生。星闪已从初步商用 期 全面转 向规模化落地 ...

技术完成跃迁的标志，往往不是被反复提及，而是被理所当然地依赖。 19世纪末，交流电作为一项颠覆性的技术进入人类社会，曾以点亮世界的能力引发巨大震撼。但是在今天，它早已退居幕后，成为现代生活中不可或缺的基 础设施。 诞生于1969年的互联网，最初也以连接为核心。后来随着技术与应用的不断成熟，人们不再关心网络本身的存在，更在意其背后的服务是否稳定、体验是否 顺畅。 技术变革往往伴随着一种大众误解：人们习惯将突破性的科技，与石破天惊划上等号，仿佛只有被强烈感知，才算真正的创新。 但事实恰恰相反， 那些真正改变未来的技术，往往不以存在感取胜，而是通过构建稳定而可靠的「技术黑箱」，将复杂问题封装在系统内部。 正如打破线缆限制的新一代无线短距通信技术—— 星闪，其凭借着大带宽、低时延、稳定可靠的技术特性，正在成为万物互联时代的连接底座。 回看星闪的发展节奏，一条清晰的产业演进路径已经浮现。 2020年9月，国际星闪联盟成立；2023年，星闪正式进入商用阶段；2025年3月，星闪2.0标准发布，完成从能力到规则的关键升级。随着搭载星闪技术的智 能终端在今年9月突破1亿台规模，星闪也由此跨过技术验证期，走向了生态扩张。 这并 ...

Ondas Holdings Inc. (NASDAQ:ONDS) is one of the stocks Jim Cramer shed light on. Toward the end of the lightning round, a caller asked about the stock, and Cramer replied: “I mean, that thing is just a, look, I view that as a cats and dog thing, to be honest. I cannot, wow, that one is a really complicated stock… I’m going to have to take a pass.” Source: Ondas Holdings Inc. Press Release Ondas Holdings Inc. (NASDAQ:ONDS) provides wireless communication and drone solutions, including AI-powered drones ...

Ondas Holdings Inc. (NASDAQ:ONDS) is one of the best Reddit stocks to invest in right now. On December 11, Needham analyst Austin Bohlig raised the firm’s price target on Ondas to $12 from $10 and kept a Buy rating on the shares. Needham raised its growth forecast for Ondas after two days of meetings with the CEO, noting that the firm is now more upbeat about the company’s trajectory. Bohlig concluded that Ondas effectively executed its organic and inorganic growth strategy, leading to a surge in demand dr ...

Core Viewpoint - Peraso Inc. has announced a collaboration with Virewirx Inc. to integrate its 60 GHz Perspectus™ modules into the Virewirx VX60 platform, enhancing wireless connectivity for robotaxi fleet vehicles and physical AI applications [1] Company Summary - Peraso Inc. will provide its 60 GHz Perspectus™ modules to Virewirx Inc. [1] - The collaboration aims to enable multi-gigabit wireless connectivity [1] Industry Summary - The partnership focuses on advancing technology for robotaxi fleet vehicles and physical AI, indicating a trend towards enhanced connectivity solutions in the transportation and AI sectors [1]

Group 1 - T-Mobile US, Inc. has been identified as one of the best communication and media stocks to buy, with a price target raised from $305 to $310 by Tigress Financial, maintaining a Buy rating [1] - The company is expected to grow its cash flow while driving revenue growth, and it continues to expand its 5G mid-band coverage across the United States [1] - T-Mobile recently revised its post-paid phone net additions guidance to 3.3 million and aims to reach 12 million fixed wireless customers by 2028, having added over 500,000 fixed wireless customers in the third quarter [2][3] Group 2 - T-Mobile US, Inc. provides wireless communication services under various brands, including T-Mobile, Metro by T-Mobile, and Mint Mobile, across the United States, Puerto Rico, and the Virgin Islands [3]

美国无线运营商Verizon周四表示，将裁减超过1.3万个工作岗位，为公司史上最大规模的单次裁员，旨在削减成本和重组业务。Verizon CEO表示要大幅削减外包和其他外部劳动力成本，同时设立一项2000万美元的职业转型基金，帮助被裁员工专注于“在我们进入AI时代之际所面临的机遇和必要的技能”。 ...

Core Insights - Ondas Holdings Inc. reported a significant increase in revenues, surging over sixfold year over year to $10.1 million, primarily driven by its Ondas Autonomous Systems (OAS) division [1][11] - Operating expenses rose to $18.1 million, leading to an adjusted EBITDA loss of $8.8 million, compared to a loss of $7.1 million in the previous year [2] - The company is experiencing strong demand in the autonomous and unmanned systems markets, particularly in defense and security [3] Financial Performance - OAS revenues reached $10 million, a substantial increase from $1 million a year earlier, with a backlog of $22.2 million at the end of Q3 [4][5] - The consolidated backlog stood at $23.3 million, with expectations to reach $40 million including acquisitions [5] - Ondas raised its full-year revenue outlook to at least $36 million, with Q4 revenues estimated to exceed $15 million [11][18] Growth Opportunities - The OAS division is positioned as a high-visibility growth engine, with strong demand for its Optimus System and Iron Drone Radar platforms [4] - Ondas is expanding its customer base in defense and homeland security across Europe and the U.S., with partnerships expected to enhance market adoption [6] - The company is actively pursuing acquisitions to strengthen its portfolio, including recent deals with Sentry CS Ltd. and Insight Intelligent Sensors [12][13][14] Strategic Initiatives - Ondas launched Ondas Capital to focus on deploying unmanned systems in Allied defense markets [9] - The company is working on localizing its supply chain for its drone systems, anticipating U.S.-built systems to be available by Q1 2026 [6] - The partnership with Rift Dynamics aims to enhance capabilities in European defense markets [7][8] Market Position - Ondas shares have increased by 665.8% over the past six months, significantly outperforming the Communication-Network software industry [21] - The stock is trading at a forward 12-month price/sales ratio of 33.11X, indicating a premium valuation justified by revenue growth and backlog [27] Long-term Outlook - Ondas Networks is building long-term value through next-generation rail communications, with expectations for meaningful adoption by railroads in 2026 [15][16] - The company anticipates revenues in 2026 to be at least $110 million, driven by an expanding customer base and backlog [18]

Financial Data and Key Metrics Changes - In Q3 2025, the company generated revenue of $45.9 million and adjusted EBITDA of $5.8 million, both exceeding guidance and marking the second consecutive quarter of sequential growth in these metrics [3][16] - Non-GAAP gross margin was reported at 41.8%, reflecting a favorable product mix and strength in FWA [18] - Adjusted EBITDA margin was 12.5%, the third highest in over a decade [18] Business Line Data and Key Metrics Changes - FWA revenue was the second highest in company history, surpassing mobile hotspot revenue for the third time [16] - FWA shipment volumes increased by over 50% year-over-year, indicating strong enterprise adoption [5] - Mobile revenue is expected to grow sequentially in Q4 2025 due to expanded customer contributions and product launches [17][20] Market Data and Key Metrics Changes - The company secured a new Tier 1 US carrier win during Q3, expanding its reach in both FWA and mobile hotspots [6] - The introduction of the FX40 200 is expected to broaden market opportunities and enhance the company's position in the enterprise segment [8] Company Strategy and Development Direction - The company is focused on scaling its core FWA and mobile solutions while evolving into a solutions company that integrates hardware, network management, and software [3] - The strategy includes expanding the product portfolio, adding new carriers, and deepening engagement with MSOs, MSPs, and VARs [9] - Leadership has been strengthened with the addition of experienced executives to support growth initiatives [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of FWA, driven by increased carrier deployments and favorable market dynamics [31][43] - The company anticipates continued sequential revenue growth in Q4 2025, despite historical seasonality trends [20][22] - Management highlighted the potential for increased demand for domestic suppliers due to regulatory changes affecting foreign competition [40] Other Important Information - The company has filed a universal shelf to enhance financial flexibility and support growth initiatives [19] - The software services revenue remained stable at approximately $12 million, contributing to high-margin revenue [17] Q&A Session Summary Question: Monetization changes for Subscribe and Connect - Management indicated that Inseego Connect has transitioned to a core part of the enterprise platform, driving usage and value capture [25] Question: Seasonal growth expectations for Q1 - Management acknowledged that Q4 typically has fewer selling days, but they expect to maximize opportunities as they enter 2026 [28] Question: Impact of new carrier contracts on revenue - Management expects significant volume growth from new carrier contracts, particularly in the MiFi market [34] Question: Competitive landscape and market share gains - Management believes they are well-positioned to capitalize on opportunities arising from regulatory changes favoring domestic suppliers [40] Question: Feedback on Inseego Connect API - Positive feedback was received regarding the APIs, which are expected to enhance service revenue attach rates [42]

Financial Performance - Bharti Airtel's quarterly profit matched analyst estimates [1] - Addition of premium subscribers bolstered the wireless operator [1] - A jump in other income supported the company's performance [1] Company Overview - Bharti Airtel is India's second-largest wireless operator [1]